Become a Commercial Member

We believe that we can help you and your business find your happy. We are dedicated to listening to your needs and finding the best solutions to help you achieve your financial goals and minimize stress.

To open a commercial account you will need:

Proof of Federal Tax ID Number
Photo ID, DOB and SSN of all authorized users on account
Name of Business
Address (physical and mailing)
Phone Number
Fax Number
Email Address
Nature of Business

For the following types of businesses, you will also need:

Sole Proprietorship
Certificates of Assumed Name or DBA (Doing Business As) papers

Corporation
Articles of Incorporation

Limited Liability Company
Articles of Organization
Operating Agreement (if not a single owner LLC)